Nonprofit Essentials - Form 990 Expense Allocation

NOTE: This template is included as part of the Nonprofit Essentials.

Built for nonprofit organizations, this Solver planning template connects to your accounting data via the Solver Data Warehouse and writes approved inputs back for reporting. In addition, it lists the Form 990 expense categories, such as salaries and wages, legal fees, occupancy, travel, and depreciation, with editable percentage inputs and a Total Functional Expenses row. It supports Form 990 preparation, functional expense reporting, and audit support.

What is the Form 990 Expense Allocation in Solver?

The Form 990 Expense Allocation is a pre-built xFP&A planning template in Solver designed for nonprofit organizations. It allocates expense categories across program, management, and fundraising functions using editable percentages.

Who uses this Solver template?

This planning template is used by controllers, finance directors, and tax or audit preparers at nonprofit organizations who prepare the functional expense statement. It is particularly valuable for nonprofits that need a consistent, documented allocation method.

Where does the data come from?

Data is sourced automatically from your general ledger, HR and payroll, grant management, and ERP systems through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, actuals and baseline data populate the template automatically, so budget owners only need to enter their assumptions.